Adding Topics and Follow-ups to an Event

To add Topics and Follow-Ups to be attached to each lead for an event, choose one of the following options:

  1. Import All Topics and Follow-Ups from your company's catalog (managed via Account Settings > Field Setup)
  2. Duplicate Topics and Follow-Ups from an another event 
  3. Manually Add Topics and Follow-Ups (only available to Company Admins)

Pro Tip: Company Admins can edit the option choices for topics and follow-ups when adding to an event. However, Event Managers must use the exact topics and follow-ups including the option choices when importing or duplicating.

Example: Import All Follow-Ups